Author: adminul | Page 6 | elapseit Help Center

Add multiple allocations

How to make a multiple allocation Go to “Resourcing” on menu. Click on “Add multiple allocations” button from top of the planner. A pop-up with the list of the persons will appear. You can select only specific persons for which … Continued

Archiving and deleting people

If people are no longer in your team and you don`t want them to be in you reports and in the resourcing calendar, you can archive or delete them from your account. To archive and delete a person you need to have Owner, … Continued

Resourcing allocations report

Report based on resourcing reports Go to “Reports” on menu. Resourcing tab: Resourcing allocation report Analytics tab: Projects allocations versus burn Resources utilisation Available capacity Productivity Resourcing allocation report Go to “Reports” -> “Resourcing” -> Select a period into the … Continued

Setup skill for team members

Setting up skills for your team members is a pretty easy step if you already have a list of skill in elapseit. Putting together a skills list Go to Settings In the open page, go to Skills Click on the green … Continued

Create a free Client account

Give access to your elapseit account to your clients and share information directly Giving access to your clients, in elapseit, depends only on you; what information you share with them can vary from one client to another. So, here … Continued

Access levels / User permission

The access level/user permission is set, for every person, according to the position in the company. It can be modify only by the owner, administrator or accounting. Every level has different access permission in elapseit: User – the access level … Continued

Archiving and deleting projects

Archive a project Go to “Management” section. Click on “Projects view”. Use the “Search” box from left sidebar to find the project that needs to be archived. Click on the project to open it From the buttons in the up … Continued

Setup notification for project

With elapseit you can manage the email notifications for each project or you can set notifications that will apply to all projects, by using Set as Global feature. You can go even more in details and for each notification you can … Continued

Budget burn-down for each project, phase or activity

Using elapseit you can manage and monitorize the budget for entire project but also at phase or activity level. Perhaps, if you manage a big project, there are different budgets for each phase of the project and for each activity. … Continued

Creating or duplicating projects

Creating a project Adding a project is so easy and intuitive. Go to Management section from menu. Click on the Add button from the bottom right corner. Choose the option – Add project. There are some sections which needs to be filled with information … Continued

Author Archives: adminul